Wealth & Asset Management Innovation

An Allfunds Company

Innovation for private banking and asset management

Composed of professionals with extensive experience, Finametrix offers fully customised solutions for advice and asset management, being the ideal partner for the technological revolution facing the sector.

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    Solutions for advisors and portfolio managers

    Focus on priority, reducing errors with the automation of manual processes.

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    API Nextportfolio

    Our API offers a simple and secure solution for data processing and Nextportfolio calculations in other applications and systems.

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    Portfolio analysis and reports

    Show your clients detailed analysis and generate customised portfolio reports in a clear and intuitive way.

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    Regulatory compliance

    Meet the requirements of MiFID II in a simple and integrated way.

  • Improve the client experience and relationship

    It combines management and consulting work with individual client handling and enables multi-channel communication in a digital environment. A tool that covers the entire client relationship cycle.

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      Incorporation of clients and potential clients

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      Profiling and investment objectives

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      Advice, discretionary management and order execution

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      Monitoring and control

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      Profitability, risk and attribution analysis

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      Portfolio reports

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Regulation as an opportunity for digitalisation

Automatically centralise the suitability, risks and compliance limits of your clients by fulfilling regulatory obligations and documentation.

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  • Front-office efficiency

    A comprehensive platform for entities providing advisory and asset management services.

    • Wealth & Asset management

      A service focused on the relationship with clients in the HNWI segment, offering superior performance.

    • Private, affluent & retail banking

      An intuitive tool for consultants with automation for the generation of investment proposals.

    • SmartAdvisor platforms

      Intuitive and easy-to-use applications for non-professional users to manage their investments.

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  • API / SaaS /
    in house solution

    A modular solution focused on API services that integrates with a multitude of back offices developed with multi-device web technology, highly customisable and parameterisable.

    more info
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Our clients

Some financial institutions that have trusted in our solutions.

  • sabadell
  • bbva
  • bankia
  • santander
  • cajamar
  • caixa-geral
  • morabanc
  • azvalor
  • magallanes
  • gesiuris
  • cobas
  • Belgravia
  • acacia
  • intermoney
  • abaco
  • ebn
  • buyandhold
  • varianza
  • diaphanum
  • alphaplus
  • caser
  • aegon
  • santalucia
  • metagestion